Investment Management

Packer & Co commenced investing funds on behalf of clients in 1993. Since 1996 we have managed a single investment vehicle, the Packer & Co Investigator Trust, a unit trust which is able to invest in a broad spectrum of asset classes throughout the world.

The Packer & Co management team tends to be counter-cyclical, buying assets when they are out of favour and taking advantage by selling when investors become over-exuberant. We prefer to keep things simple and avoid options, futures and complex financial products.

We believe in aligning ourselves with our clients and our investment managers have the majority of their personal wealth invested in the Investigator Trust.

VALUE OF $1 INVESTED SINCE INCEPTION

The above graph represents how A$1 invested with Packer & Co in December 1993 has grown assuming the reinvestment of all distributions. From 1993 to 1996 the returns of the portfolios managed by Packer & Co were used and from then on the returns of the Investigator Trust. Our returns are net of all fees and costs. They do not take into account any taxes payable by investors.

All Ords Accum - represents the All Ordinaries Index with dividends reinvested.

MSCI World Accum - represents the MSCI World Index in Australian Dollars with dividends reinvested. Source: MSCI.

Investments can go up and down. Past performance is not necessarily indicative of future performance. Investors should refer to the Packer & Co Investigator Trust Short Form Product Disclosure Statement.